FWL Investment Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

FWL Investment Management’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$205	Hold	3	–	–	﹤0.01%	497
2026 Q1	$179	Sell	3 -632	-100%	-$39.3K	﹤0.01%	341
2025 Q4	$38.5K	Buy	635 +103	+19%	+$6.07K	0.01%	176
2025 Q3	$31.6K	Buy	+532	New	+$31.3K	0.01%	175
2022 Q1	–	Sell	-61,111	Closed	-$3.33M	–	50
2021 Q4	$3.33M	Buy	61,111 +24,700	+68%	+$1.37M	2.04%	20
2021 Q3	$1.93M	Buy	+36,411	New	+$1.85M	1.21%	27

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FWL Investment Management's KBE Position: Q2 2026 in Review

FWL Investment Management held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 3 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #497.

FWL Investment Management first reported a position in KBE in Q3 2021 and has held it in 6 quarters since. The position peaked at $3.33M in Q4 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

FWL Investment Management held 3 shares of State Street SPDR S&P Bank ETF worth $205 as of Q2 2026.
FWL Investment Management left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #497 holding.
FWL Investment Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2021 and has held it in 6 quarters since.
FWL Investment Management's State Street SPDR S&P Bank ETF position peaked at $3.33M in Q4 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.